+498.2%
HCA vs WING
+407.7%
+90.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.0% | -4.6% | +0.4% |
| 7D | +5.4% | +7.2% | -1.8% | +4.2% |
| 30D | +3.0% | +4.8% | -1.8% | +1.8% |
| 3M | +13.0% | -23.7% | +36.7% | +17.2% |
| 6M | -20.3% | -43.6% | +23.3% | -13.6% |
| YTD | -8.2% | -50.6% | +42.3% | +0.5% |
| 1Y | +6.7% | -57.0% | +63.7% | +19.1% |
| 3Y | +60.4% | -28.3% | +88.7% | +50.6% |
| 5Y | +73.4% | -32.4% | +105.8% | +56.8% |
| All | +498.2% | +407.7% | +90.5% | +222.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling